1,054 Financial Specialist jobs in the United States

Company Summary Statement
As one of the largest investor-owned utility companies in the United States, PPL Corporation (NYSE: PPL), is committed to creating long-term, sustainable value for our 3.5 million customers, our shareowners and the communities we serve. Our high-performing regulated utilities - PPL Electric Utilities, Louisville Gas and Electric, Kentucky Utilities and Rhode Island Energy - provide an outstanding experience for our customers, consistently ranking among the best utilities in the nation. PPL's companies are also addressing challenges head-on by investing in new infrastructure and technology that is creating a smarter, more reliable and resilient energy grid. We are committed to doing our part to advance a cleaner energy future and drive innovation that enables us to achieve net-zero carbon emissions by 2050 while maintaining energy reliability and affordability for the customers and communities we serve. PPL is a positive force in the cities and towns where we do business, providing support for programs and organizations that empower the success of future generations by helping to build and maintain strong, diverse communities today.
Overview
This position is responsible for financial analysis duties supporting both Financial Planning & Analysis and Corporate Development. Under minimal supervision, responsibilities include both project-based and daily/monthly activities supporting these functions. This position may provide guidance to other PPL employees in support of producing high quality, timely and accurate results.
**PLEASE NOTE: THIS POSITION IS HYBRID - IN OFFICE 3 DAYS A WEEK - LOCATED IN ALLENTOWN, PA.**
#PPL
#INDPPL
Responsibilities
+ Under minimal direction and supervision, provides analytical support to PPL's corporate financial functions including various scenario and sensitivity analysis.
+ Develops a strong working knowledge of PPL's corporate forecasting model (Utilities International financial software) and proactively drives the ongoing development of the application.
+ Assists with compiling and analyzing financial information to meet management reporting requirements including reconciliations and variance explanations.
+ Participates in the development of presentations and other materials to key stakeholders including executive management, the Board of Directors, rating agencies, and investment community
+ Contributes to special projects and ad hoc financial analysis at the request of various levels of management with minimal supervision.
+ Assists in developing, streamlining and maintaining flexible financial models.
+ Develops and maintains strong relationships with personnel from PPL's business lines and other corporate support group functions.
+ Analyzes and prepares monthly and quarterly reports as requested by management.
+ Performs other duties as directed of assigned.
Qualifications
**Basic Qualifications**
+ Bachelor's Degree in Accounting, Finance, Business or related discipline
+ 7 years Financial experience, which could include co-op assignments
+ Excellent oral and written communication, and interpersonal skills
+ Strong attention to detail and time management skills
+ Strong analysis, research, and complex problem-solving skills
**Preferred Qualifications**
+ 5+ years in utility industry
+ CFA/CPA
+ Understanding of power / utility sector
+ Knowledge of Utilities International Financial software
+ Intermediate knowledge of Excel
+ Strong attention to detail and time management skills
+ Capacity to perform analysis while understanding big picture implications and willingness to solve problems
+ Strong written and oral communication skills
+ Self-starter with a natural sense of urgency, curiosity, and initiative
**Basic Qualifications**
+ Bachelor's Degree in Accounting, Finance, Business or related discipline
+ 7 years Financial experience, which could include co-op assignments
+ Excellent oral and written communication, and interpersonal skills
+ Strong attention to detail and time management skills
+ Strong analysis, research, and complex problem-solving skills
**Preferred Qualifications**
+ 5+ years in utility industry
+ CFA/CPA
+ Understanding of power / utility sector
+ Knowledge of Utilities International Financial software
+ Intermediate knowledge of Excel
+ Strong attention to detail and time management skills
+ Capacity to perform analysis while understanding big picture implications and willingness to solve problems
+ Strong written and oral communication skills
+ Self-starter with a natural sense of urgency, curiosity, and initiative
+ Under minimal direction and supervision, provides analytical support to PPL's corporate financial functions including various scenario and sensitivity analysis.
+ Develops a strong working knowledge of PPL's corporate forecasting model (Utilities International financial software) and proactively drives the ongoing development of the application.
+ Assists with compiling and analyzing financial information to meet management reporting requirements including reconciliations and variance explanations.
+ Participates in the development of presentations and other materials to key stakeholders including executive management, the Board of Directors, rating agencies, and investment community
+ Contributes to special projects and ad hoc financial analysis at the request of various levels of management with minimal supervision.
+ Assists in developing, streamlining and maintaining flexible financial models.
+ Develops and maintains strong relationships with personnel from PPL's business lines and other corporate support group functions.
+ Analyzes and prepares monthly and quarterly reports as requested by management.
+ Performs other duties as directed of assigned.
Remote Work
The company reserves the right to determine if this position will be assigned to work on-site, remotely, or a combination of both. Assigned work location may change. In the case of remote work, physical presence in the office/on-site may be required to engage in face-to-face interaction and coordination of work among direct reports and co-workers.
Equal Employment Opportunity
Our company is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, national origin, protected veteran status, sexual orientation, gender identify, genetic information, disability status, or any other protected characteristic.

Work closely with business partners to understand business needs and requirements to ensure financial processing is complete, accurate and timely according to HSB's value proposition. and develop and implement financial processes and controls for new or enhanced insurance products. Manage Claims reporting and review and create monthly reporting on Client Company payments. Process payments outside of Claims system or Accounts Payable. Partner and assist other members of the Claims Operations Team with projects, enhancements or production issues.

Education and Experience

• College degree in Finance, Accounting or equivalent work experience
• 5+ years of experience in P&C Claims environment
• CPCU, AIC, ARM, CIC, SCLA or other professional designation or work towards such designation

Knowledge and Skills

• Strong problem solving and analytical skills
• Strong customer focus and ability to partner with internal and external customers/business partners
• Good communications skills (verbal and written)
• Excellent systems and application skills (e.g. Guidewire ClaimCenter, MS Word/Excel/PowerPoint)
• Ability to foster teamwork to include conflict resolution
• Understanding of Claims and insurance industry

At The Hartford Steam Boiler, a subsidiary of Munich Re, we see Diversity and Inclusion as a solution to the challenges and opportunities all around us. Our goal is to foster an inclusive culture and build a workforce that reflects the customers we serve and the communities in which we live and work. We strive to provide a workplace where all of our colleagues feel respected, valued and empowered to achieve their very best every day. We recruit and develop talent with a focus on providing our customers the most innovative products and services.

We are an equal opportunity employer. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. The work environment characteristics, and any physical and mental requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.

Claims Financial Specialist
**Company**
HSB
**Location**
Hartford
, United States
Work closely with business partners to understand business needs and requirements to ensure financial processing is complete, accurate and timely according to HSB's value proposition. and develop and implement financial processes and controls for new or enhanced insurance products. Manage Claims reporting and review and create monthly reporting on Client Company payments. Process payments outside of Claims system or Accounts Payable. Partner and assist other members of the Claims Operations Team with projects, enhancements or production issues.
**Education and Experience**
+ College degree in Finance, Accounting or equivalent work experience
+ 5+ years of experience in P&C Claims environment
+ CPCU, AIC, ARM, CIC, SCLA or other professional designation or work towards such designation
**Knowledge and Skills**
+ Strong problem solving and analytical skills
+ Strong customer focus and ability to partner with internal and external customers/business partners
+ Good communications skills (verbal and written)
+ Excellent systems and application skills (e.g. Guidewire ClaimCenter, MS Word/Excel/PowerPoint)
+ Ability to foster teamwork to include conflict resolution
+ Understanding of Claims and insurance industry
At The Hartford Steam Boiler, a subsidiary of Munich Re, we see Diversity and Inclusion as a solution to the challenges and opportunities all around us. Our goal is to foster an inclusive culture and build a workforce that reflects the customers we serve and the communities in which we live and work. We strive to provide a workplace where all of our colleagues feel respected, valued and empowered to achieve their very best every day. We recruit and develop talent with a focus on providing our customers the most innovative products and services.
We are an equal opportunity employer. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. The work environment characteristics, and any physical and mental requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.

L3Harris is dedicated to recruiting and developing high-performing talent who are passionate about what they do. Our employees are unified in a shared dedication to our customers' mission and quest for professional growth. L3Harris provides an inclusive, engaging environment designed to empower employees and promote work-life success. Fundamental to our culture is an unwavering focus on values, dedication to our communities, and commitment to excellence in everything we do.
L3Harris Technologies is the Trusted Disruptor in the defense industry. With customers' mission-critical needs always in mind, our employees deliver end-to-end technology solutions connecting the space, air, land, sea and cyber domains in the interest of national security.
Job Title: Senior Financial Specialist
Job Code: 27222
Job Location: Melbourne, FL
Job Schedule: 9/80: Employees work 9 out of every 14 days - totaling 80 hours worked - and have every other Friday off
Job Description:
We are seeking a highly skilled and experienced Senior Specialist to join our Finance team. The ideal candidate will have a strong background in financial management and experience in supporting managed services for the Information Technology organization. This role requires a proactive individual with excellent analytical skills and the ability to work collaboratively with various stakeholders to optimize financial performance and support managed services operations.
Essential Functions:
+ Oversee the financial aspects of managed services contracts, ensuring accurate billing, cost tracking, and financial reporting.
+ Act as the primary financial point of contact for managed services providers, coordinating and managing financial transactions to meet business needs.
+ Monitor and analyze financial performance metrics, identifying areas for improvement and implementing corrective actions as needed.
+ Develop and maintain strong relationships with internal and external stakeholders to ensure effective communication and financial management.
+ Lead and participate in financial planning and analysis related to managed services, including budgeting, forecasting, and variance analysis.
+ Provide financial expertise and support for complex issues, ensuring timely resolution and minimal impact on business operations.
+ Develop and maintain documentation related to managed services financial processes, procedures, and best practices.
Qualifications:
+ Bachelor's Degree in Finance, Accounting, Business Administration and minimum 6 years of prior relevant experience. Graduate Degree and a minimum of 4 years of prior related experience. In lieu of a degree, minimum of 10 years of prior related experience.
+ Minimum of 5 years of experience in financial management, with a focus on managed services support or a similar role.
Preferred Additional Skills:
+ Strong understanding of financial management frameworks, methodologies, and best practices.
+ Proven experience in managing vendor relationships and financial agreements.
+ Excellent analytical and problem-solving skills, with the ability to diagnose and resolve complex financial issues.
+ Strong communication and interpersonal skills, with the ability to work effectively with diverse teams.
+ Project management experience is a plus.
+ Proactive in solving problems and issues in a timely manner with minimal supervision
+ Strong planning, organizational, and analytical skills
+ Background in budgeting and/or forecasting analytics
+ PeopleSoft Financials and Hyperion Planning experience
+ Advanced skills in Microsoft Excel, Word and PowerPoint
L3Harris Technologies is proud to be an Equal Opportunity Employer. L3Harris is committed to treating all employees and applicants for employment with respect and dignity and maintaining a workplace that is free from unlawful discrimination. All applicants will be considered for employment without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender (including pregnancy, childbirth, breastfeeding or other related medical conditions), gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, characteristic or membership in any other group protected by federal, state or local laws. L3Harris maintains a drug-free workplace and performs pre-employment substance abuse testing and background checks, where permitted by law.
Please be aware many of our positions require the ability to obtain a security clearance. Security clearances may only be granted to U.S. citizens. In addition, applicants who accept a conditional offer of employment may be subject to government security investigation(s) and must meet eligibility requirements for access to classified information.
By submitting your resume for this position, you understand and agree that L3Harris Technologies may share your resume, as well as any other related personal information or documentation you provide, with its subsidiaries and affiliated companies for the purpose of considering you for other available positions.
L3Harris Technologies is an E-Verify Employer. Please click here for the E-Verify Poster in English ( or Spanish ( . For information regarding your Right To Work, please click here for English ( or Spanish ( .

**At Bayer we're visionaries, driven to solve the world's toughest challenges and striving for a world where 'Health for all Hunger for none' is no longer a dream, but a real possibility. We're doing it with energy, curiosity and sheer dedication, always learning from unique perspectives of those around us, expanding our thinking, growing our capabilities and redefining 'impossible'. There are so many reasons to join us. If you're hungry to build a varied and meaningful career in a community of brilliant and diverse minds to make a real difference, there's only one choice.**
**Financial Specialist Intern**
**YOUR TASKS AND RESPONSIBILITIES**
The primary responsibilities of this role are to:
+ Develop annual operating budget for the site;
+ Develop annual product cost rollups for product cost standards, accountable for accuracy, timeliness, and error resolution;
+ Analyze cost center spending and value flow (assessments) for consistency with the operational plan;
+ Develop periodic cost estimates; Accountable for account reconciliation and communicating significant impacts;
+ Collaborate with site leadership and operation teams to ensure drivers of financial impacts are understood;
+ Collaborate with project managers to ensure compliance with Capital versus Expense guidelines;
+ Conduct analysis and explain changes in individual product standards;
+ Develop monthly and quarterly forecasts for Crop Protection sites working with functional leaders;
+ Analyze and communicate actual performance against budget and forecast;
+ Develop analysis and provide written feedback to site controller for variation against budget and against forecast.
**WHO YOU ARE**
Bayer seeks an incumbent who possesses the following:
Required Qualifications:
+ Currently pursuing a Bachelors or Graduate Degree in Ag Business, Finance, Accounting, or related field;
+ Excellent ability to interact and communicate effectively at all levels and with individuals from various parts of the organization;
+ Motivated, self-starting individual with proven ability prioritize multiple projects and work effectively in a team environment;
+ Proficiency with Microsoft Office, particularly Excel;
+ Ability to commute daily to and from work location in Muscatine, IA;
+ Willingness to work in a chemical manufacturing environment.
Employees can expect to be paid a salary of approximately between $20.00 to $56.80. Additional compensation may include a bonus or commission (if relevant). Additional benefits include health care, vision, dental, retirement, PTO, sick leave, etc. This salary (or salary range) is merely an estimate and may vary based on an applicant's location, market data/ranges, an applicant's skills and prior relevant experience, certain degrees and certifications, and other relevant factors.
**YOUR APPLICATION**
Bayer offers a wide variety of competitive compensation and benefits programs. If you meet the requirements of this unique opportunity, and want to impact our mission Science for a better life, we encourage you to apply now. Be part of something bigger. Be you. Be Bayer.
To all recruitment agencies: Bayer does not accept unsolicited third party resumes.
Bayer is an Equal Opportunity Employer/Disabled/Veterans
Bayer is committed to providing access and reasonable accommodations in its application process for individuals with disabilities and encourages applicants with disabilities to request any needed accommodation(s) using the contact information below.
Bayer is an E-Verify Employer.
**Location:** United States : Iowa : Muscatine
**Division:** Crop Science
**Reference Code:**
**Contact Us**
**Email:**

**Financial Specialist Intern**
**YOUR TASKS AND RESPONSIBILITIES**
The primary responsibilities of this role are to:
+ Assist with cost initiatives and projects;
+ Develop financial visualization to support stakeholders;
+ Analyze cost center spending and value flow (assessments) for consistency with the operational plan;
+ Gain knowledge and understanding of product costing and variance analysis to better support operations;
+ Collaborate with site leadership, operation teams and controllers to ensure drivers of financial impacts are understood.
**WHO YOU ARE**
Bayer seeks an incumbent who possesses the following:
Required Qualifications:
+ Pursuing a minimum of Bachelor's Degree in Finance/Accounting/Economics;
+ Proficiency with Microsoft Office, particularly Excel, PowerBi.
Preferred Qualifications:
+ Demonstrate alignment with Bayer's Values;
+ Excellent ability to interact and communicate effectively at all levels and with individuals from various parts of the organization;
+ Motivated, self-starting individual with proven ability prioritize multiple projects and work effectively in a team environment.
Employees can expect to be paid a salary of approximately between $22.10 to $28.50. Additional compensation may include a bonus or commission (if relevant). Additional benefits include health care, vision, dental, retirement, PTO, sick leave, etc. This salary (or salary range) is merely an estimate and may vary based on an applicant's location, market data/ranges, an applicant's skills and prior relevant experience, certain degrees and certifications, and other relevant factors.
**YOUR APPLICATION**
Bayer offers a wide variety of competitive compensation and benefits programs. If you meet the requirements of this unique opportunity, and want to impact our mission Science for a better life, we encourage you to apply now. Be part of something bigger. Be you. Be Bayer.
To all recruitment agencies: Bayer does not accept unsolicited third party resumes.
Bayer is an Equal Opportunity Employer/Disabled/Veterans
Bayer is committed to providing access and reasonable accommodations in its application process for individuals with disabilities and encourages applicants with disabilities to request any needed accommodation(s) using the contact information below.
Bayer is an E-Verify Employer.
**Location:** United States : Missouri : Creve Coeur
**Division:** Crop Science
**Reference Code:**
**Contact Us**
**Email:**

**Date Posted:**

**Country:**
United States of America
**Location:**
HMA03: ISR Systems - Westford HO 7 Technology Park Drive, Westford, MA, 01886 USA
**Position Role Type:**
Remote
**U.S. Citizen, U.S. Person, or Immigration Status Requirements:**
U.S. citizenship is required, as only U.S. citizens are authorized to access information under this program/contract.
**Security Clearance:**
None/Not Required
At Raytheon, the foundation of everything we do is rooted in our values and a higher calling - to help our nation and allies defend freedoms and deter aggression. We bring the strength of more than 100 years of experience and renowned engineering expertise to meet the needs of today's mission and stay ahead of tomorrow's threat. Our team solves tough, meaningful problems that create a safer, more secure world.
In this role, the ideal candidate will provide accurate and insightful management analysis with recommendations enabling the programs to execute according to our cost and schedule baseline, while maximizing financial objectives for the company and its shareholders. This position is uniquely able to give a wide sampling and vast exposure to assignments within Finance and Business ranging from Program Cost and Control, Proposals and Estimating, to Financial Planning and Analysis
**_This position is currently designated as Onsite. However, the successful candidate will be required to work onsite from the following Raytheon location: Westford, MA._**
**What You Will Do**
+ Responsibilities include variance analysis, data reviewing and reporting, Earned Value (EV), Estimate-at-Completion (EAC) development, and latest revised estimate (LRE) development.
+ You will be responsible for providing the internal financial planning (e.g., bookings, sales, profit and cash forecasting and analysis) and billings as well as proactive management of contract funding.
+ Manage the coordination, development, and delivery of monthly financial CDRLs.
+ Program start up and implementation support inclusive of contract modification processing, project setup, and NWA management.
+ In addition, you will be responsible for actively identifying risks that affect cost and/or schedule and providing proactive analysis of all financial aspects of the projects.
+ Develop, analyze, evaluate, coordinate, prepare and support proposals in accordance with request for proposal (RFP) for both government and commercial customers in compliance with company and regulatory policies and processes.
+ Thoroughly understands cost burdening and fee application to accurately develop proposal cost/price.
+ Prepares financial summaries, performs detailed analysis, and breaks down information into key takeaways allowing Management to make informed business decisions.
+ Partners with contracts and is capable of supporting customer fact-finding, negotiations, and DCAA/DCMA audits.
+ Collaborates with key team members and various functional teams to gather information, share insights, facilitate informed resolution-making.
+ Assesses the financial implications of pricing strategies and ensures accuracy and integrity of current cost and pricing data.
+ Aids the proposal team in identifying, assessing, and quantifying proposal risks and/or opportunities.
+ Participates in internal/external audits with supervision.
+ Ensures compliance with internal policies and procedures and FAR/DFARS requirements.
+ Work collaboratively with subcontracts organization to develop and price compliant and accurate consolidated Bills of Material independently with little supervision.
+ Possessed knowledge of U.S. Government Contracting Regulations.
+ Detailed review and analysis of customer proposal documents.
+ Ability to articulate thoughts and express ideas using effective oral, written, and nonverbal communication skills.
**Qualifications You Must Have**
+ Typically requires a University Degree or equivalent experience and minimum 5 years prior relevant experience, or An Advanced Degree in a related field and minimum 3 years experience.
+ Experience analyzing and reporting data and information necessary to ensure program performance.
+ Experience preparing and reviewing with skills such as Estimates at Completion (EACs).
+ Experience with tools such as SAP suite
**Qualifications We Prefer**
+ Demonstrated ability to think thoughtfully, solve complex problems and convert complex data to actionable information.
+ Excellent interpersonal, communication and presentation skills.
+ Detail-oriented mindset to ensure accurate financial calculations and analysis.
+ Willingness to make timely decisions and accurate judgements.
+ Ability to assess, prioritize and handle multiple proposals at the same time.
+ Experience with SAP, BMW, PARS, ProPricer and MS Excel.
+ Experience compiling CBOMs for large complex production proposals and IDIQs.
**What We Offer**
+ Our values drive our actions, behaviors, and performance with a vision for a safer, more connected world. At RTX we value: Safety, Trust, Respect, Accountability, Collaboration, and Innovation.
+ Whether you're just starting out on your career journey or are an experienced professional, we offer a total rewards package that goes above and beyond with compensation; healthcare, wellness, retirement, and work/life benefits; career development and recognition programs. Some of the benefits we offer include parental (including paternal) leave, flexible work schedules, achievement awards, educational assistance, and child/adult backup care.
+ Relocation is not available.
**Learn More & Apply Now!**
+ Onsite: Employees who are working in Onsite roles will work primarily onsite. This includes all production and maintenance employees, as they are essential to the development of our products.
The salary range for this role is 82,000 USD - 164,000 USD. The salary range provided is a good faith estimate representative of all experience levels.
RTX considers several factors when extending an offer, including but not limited to, the role, function and associated responsibilities, a candidate's work experience, location, education/training, and key skills.
Hired applicants may be eligible for benefits, including but not limited to, medical, dental, vision, life insurance, short-term disability, long-term disability, 401(k) match, flexible spending accounts, flexible work schedules, employee assistance program, Employee Scholar Program, parental leave, paid time off, and holidays. Specific benefits are dependent upon the specific business unit as well as whether or not the position is covered by a collective-bargaining agreement.
Hired applicants may be eligible for annual short-term and/or long-term incentive compensation programs depending on the level of the position and whether or not it is covered by a collective-bargaining agreement. Payments under these annual programs are not guaranteed and are dependent upon a variety of factors including, but not limited to, individual performance, business unit performance, and/or the company's performance.
This role is a U.S.-based role. If the successful candidate resides in a U.S. territory, the appropriate pay structure and benefits will apply.
RTX anticipates the application window closing approximately 40 days from the date the notice was posted. However, factors such as candidate flow and business necessity may require RTX to shorten or extend the application window.
_RTX is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or veteran status, or any other applicable state or federal protected class. RTX provides affirmative action in employment for qualified Individuals with a Disability and Protected Veterans in compliance with Section 503 of the Rehabilitation Act and the Vietnam Era Veterans' Readjustment Assistance Act._
**Privacy Policy and Terms:**
Click on this link ( to read the Policy and Terms
Raytheon Technologies is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.

Job Description
The Financial Planning Support Specialist will report directly to the Director of Financial Planning Analytics & Experience. You will be the primary SME and field- facing consultant on all aspects of the First Command financial planning software. You will be responsible for:
- Respond to incoming questions and requests from Financial Advisors, support staff, and business partners
- Assist advisors and support staff in financial plan entry, including data interpretation, plan construction, and deliverables
- Assist advisors and support staff in troubleshooting, identifying, and correcting errors, and understanding results.
- Develop and maintain a deep understanding of financial planning concepts, especially those relevant to the target market
- Contribute to the creation of training content based on experience with variety of support request
- Collaborate closely with BIS to report/resolve issues, test new releases, and to support other projects as needed
- Cultivate a connected understanding of how technology touching the financial planning experience impacts the work of the department, and contribute to decision-making in a larger context of FinTech (Financial Technologies)
- Develop and maintain deep expertise on financial planning software tools and related FinTech
- Coordinate with other home office teams as needed to resolve advisor support requests
We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form ( . The EEOC "Know Your Rights" Poster is available here ( .
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: .
Skills and Requirements
- Bachelor's Degree
- 2+ years of relevant financial services industry experience
- Knowledge of financial planning tools, concepts and strategies (MoneyGuide/ Holistiplan)
- Ability to understand and interpret client data
- Excellent verbal and written communication skills - Advanced credentials in financial planning (CFP, ChFC, CpA, etc.)